Settings and activity

7 results found

1. Organisation settings: Email Templates - HTML template to send with invoices

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   14 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, thanks for supporting the idea here. We understand interest in being able to adapt the email templates that are sent from Xero.

   Current focus for the team at present is on the experience when using and creating invoices in Xero. We will get to email templates overtime, and your feedback and support in ideas here will help drive the teams thinking but this isn't planned atm.

   Sheldon Rosenberg supported this idea  ·  10 May, 2023

2. Inventory - Copy existing items

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   submitted  ·  18 comments  ·  For small businesses » Accounting features  ·  delete…  ·  Admin →
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   Sheldon Rosenberg supported this idea  ·  20 October, 2022

3. Email Settings - Ability to have separate reply-to email address

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   submitted  ·  66 comments  ·  For small businesses » Settings & user roles  ·  delete…  ·  Admin →
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   Sheldon Rosenberg commented  ·  07 September, 2022  ·  Edit…  ·  delete…

   This is super important for us.

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   Sheldon Rosenberg supported this idea  ·  07 September, 2022

4. Quote - Ability to have quote reminder

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   114 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminDana A (Admin, Xero) responded

   Appreciate your input, everyone! We'll keep monitoring the interests on this idea, so keep voting and share your thoughts on how quote reminder can benefit your business. 

   Sheldon Rosenberg supported this idea  ·  07 September, 2022

5. Dashboard - Track Quotes

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   37 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

   Thanks for joining and following in the idea here, everyone. While early exploration has been done in this area, we want to be upfront that we don't have any short term plans for developing the ability to track quotes on the dashboard. 

   At present, you may find search in the navigation a quick way to navigate to all quotes by typing 'q'.

   If there is any change planned in this space we'll be sure to update you on this. 

   Sheldon Rosenberg supported this idea  ·  07 September, 2022

6. Inventory: Photos for inventory items

   115 votes

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   submitted  ·  28 comments  ·  For small businesses » Business features  ·  delete…  ·  Admin →
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   Sheldon Rosenberg supported this idea  ·  02 August, 2022

7. Contacts - Allow multiple addresses for a single contact record

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   293 comments  ·  For small businesses » Contacts & communication  ·  delete…  ·  Admin →
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   working on it  ·  AdminKelly Munro (Community Manager, Xero) responded

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this. Change to new invoicing is key to being able to enable us to build features like multiple address details. Between now and September our invoicing team are focused on prioritising the features from classic invoicing that need to be brought across to the new version. Multiple addresses is one of the key features they want to work towards but includes many steps. For example, we enabled it in the back end of contacts last year, but now need to be able to build it into our new invoicing solution. We will keep you updated here of any progression. 

   Hi community, we understand your needs in this feature and want to assure you were taking on board all your feedback. 

   As many of you accustom to this idea will know, multiple addresses requires a complex solution. It's been something we’ve been moving towards for some time and we’ve done a lot of back end work that will allow us to bring it to you in the future. 

   We have 12 different products within Xero that rely on contact data, as well as many of our app partners. This means that contacts need to seamlessly flow across technology, products and all connections on Xero. And that’s exactly what we’ve been working on. 

   One of the reasons we announced the retirement of classic invoicing is because many of the features being asked for, just can’t be brought into classic invoicing. The old technology has too many technology limitations to enable this.… more

   Sheldon Rosenberg supported this idea  ·  07 July, 2022